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Installing Conserver

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Installing Conserver Installing Conserver version 1.0 David K. Z. Harris [email protected] Bryan Stansell [email protected] http://www.certaintysolutions.com/consoles/LISA2K-2.zip http://www.conserver.com/consoles/LISA2K-2.zip © 2000 Certainty Solutions, Inc. Pg. 1 This presentation is a supplement to my console services web pages located at http://www.certaintysolutions.com/consoles/LISA2K-2.zip. These pages have a substantial amount of information noted below each slide. We do this to help minimize the amount of note-taking that you need to do in class, and this should give you more time to listen to the instructors. If you feel that you learn better by taking notes, please feel free to do so. This presentation is meant to be a follow-up to a Basic Serial presentation. While this presentation can stand on its own, there is only a small amount of review of the earlier topic. During this tutorial, we will be discussing the topic of Console Servers as a generic application, but our technical emphasis will be on the Conserver application, which is freely available from http://www.conserver.com/. For most purposes in this tutorial, “Console Server” and “Conserver” can be used interchangeably. ©2000, David K. Z. Harris Certainty Solutions: Certainty in an uncertain world M12-2 v1.0 1 Pertinent Job History Ø Network Equipment Technologies ² (Comdesign, Bridge Communications) Ø Telebit Corp. Ø Cisco Systems, Inc. Ø Apple Computer, Inc. Ø Synopsys, Inc. Ø Global Networking & Computing ² (We’re now Certainty Solutions.) © 2000 Certainty Solutions, Inc. Pg. 2 Before moving into networking, David Harris was a hardware hacker, working in repair and R&D roles. He has been tinkering with serial devices for more than a decade. “My experience, plus reading plenty of manuals, has taught me that there are a few safe bets that you can make when working with unknown serial devices. I’ve also learned a few tricks that make the job of connecting serial devices to terminal servers easier. I’ll share these tricks throughout this presentation.” Bryan Stansell is a Systems Administrator, and has been programming for many years, as an extension to his systems administration tasks, because he enjoys programming. Bryan has been the keeper of the Conserver application for more than five years, having taken on the program while working for Arnold De Leon at Synopsys, Inc., and he’ll help answer questions related to the Conserver application and client software. Bryan was one of the original employees of Global Networking & Computing (GNAC, Inc.), more than 4 years ago. David Harris has been with the company for nearly three years. In August 2000, GNAC became Certainty Solutions. ©2000, David K. Z. Harris Certainty Solutions: Certainty in an uncertain world M12-2 v1.0 2 Remember the Serial talk? Ø Why console ports are good Ø The benefits of terminal servers Ø Making serial connections easy Ø Review various architecture models Ø Where to find information © 2000 Certainty Solutions, Inc. Pg. 3 Terminal servers can allow us to provide remote access to console ports around the network, and this allows us to respond faster to outage/problem alerts, thus reducing the duration of outages/problems. While terminal servers can be costly to deploy, their advantages can offset those costs, especially when downtime has financial impact! We took away a lot of the mystery surrounding serial connections, and discussed tools and accessories that can help make connecting various devices a lot easier. We also illustrated how to make and test those new connections, and explained why those methods work so well, and why they will save you time. We looked at various architectures for deploying terminal servers in different areas of both large and small networks. (We'll review those architectures in this session, this time with console servers in mind.) ©2000, David K. Z. Harris Certainty Solutions: Certainty in an uncertain world M12-2 v1.0 3 Terminal Servers help reach Ø One terminal server can support many devices in one area. Ø Connections are costly, but can be worth it! Ø Saves time running between data centers. Ø Cheaper than extending many serial lines. © 2000 Certainty Solutions, Inc. Pg. 4 If you have a bunch of devices at a remote location, you likely have a network already in place for the devices. Usually these are hosts in a remote data center, but they could include network gear in wiring closets, or even a remote site with telemetry and control equipment. In these cases, the terminal server becomes one more addressed device on the network, and it can connect to dozens of devices at one time. The cost for a 10/1000 switch port is currently cheaper than a serial port some of the expensive terminal servers. However, the costs for the serial ports are beginning to drop. (And they are still cheaper than gigabit ethernet ports!) The value of deploying terminal servers is from the reduced downtime because technical staff can fix problems more quickly when they can get to the consoles of ailing devices more quickly. You can use serial extenders, if you have plenty of fiber between the main and remote console locations, but that fiber has value to you as well, which affects your cost equation. ©2000, David K. Z. Harris Certainty Solutions: Certainty in an uncertain world M12-2 v1.0 4 Terminal Server Review Ø How terminal servers provide access ² Reverse Telnet • Workstation telnet to TS address:port • 7-bit session? 8-bit clean? • Can you escape from the session? ² Vendor-specific port formulae • Different ranges for 7-bit, 8-bit... ² Vendor-specific features © 2000 Certainty Solutions, Inc. Pg. 5 Originally, modems or ‘dumb terminals’ were connected to terminal servers, and users would telnet from the terminal server to other points around the network. Today, most terminal servers allow you to open a socket-based connection to the IP address of the terminal server, but at a high TCP port number, to connect to a particular serial port. Some vendors allow only 7-bit sessions, while others provide the option for full 8-bit sessions, and even “non-escapable” sessions (where the attached device needs to drop the DCD or hardware handshake lead to disconnect you session). The list below tells you the formulae to determine the TCP port number for two of the more popular terminal servers (where ‘n’ is the line (serial port) number you wish to connect). Cisco: 2000 + n Xyplex: 2000 + (100 * n) IOLAN: 10000 + n ©2000, David K. Z. Harris Certainty Solutions: Certainty in an uncertain world M12-2 v1.0 5 Terminal Server Advantages Ø Admin can operate many consoles at once Ø One port per telnet session Ø Easy to cut-and-paste between session windows Ø Many admins can work on different machines at once ² Admin A works on server 4 ² Admin B works on a router © 2000 Certainty Solutions, Inc. Pg. 6 It’s common to open many windows to different ports, so you can copy and paste between them. Many administrators can work with different hosts simultaneously, from different workstations, rather then waiting in line to use a shared terminal or laptop. Only one person can be connected to each port at any given time. This is normally a good thing, as it can prevent two administrators from making configuration changes at the same time, providing that you make it a policy to make changes from the serial console. If another person tries to connect to a busy port, the connection is refused, with a message to the user. There is a downside to this, however, in the case that one administrator connects to a port, and then goes to lunch, or home. With the idle session still connected, nobody else can connect to that same port. (Someone with administrator privileges on the terminal server needs to log onto the terminal server, and reset that serial port to break the connection.) ©2000, David K. Z. Harris Certainty Solutions: Certainty in an uncertain world M12-2 v1.0 6 What We’ll Cover Today Ø Things to consider… Ø Review architecture models Ø Where to find conserver Ø Costs and features Ø Installation and configuration Ø Suggested operational practices Ø Questions and Answer session © 2000 Certainty Solutions, Inc. Pg. 7 This tutorial usually follows a Basic Serial tutorial, and so the next few slides would be a basic review of material covered before the break. As a result, we’ll probably cover them pretty quickly. If this tutorial is being offered as a stand-alone session, we’ll spend more time covering security concerns, and explaining the architectures. We also want to know what you expect from the class, and we’ll explain how we think we can cover the topics. During the tutorial, we’ll also invoke a demo of conserver to help illustrate certain aspects of the application and user interface. ©2000, David K. Z. Harris Certainty Solutions: Certainty in an uncertain world M12-2 v1.0 7 Things to Consider Ø Time synchronization Ø Security & Network Concerns Ø Is serial BREAK a problem? Ø Change Control Aspects Ø Distributed logging © 2000 Certainty Solutions, Inc. Pg. 8 If you will be using your logs to troubleshoot, you should ensure that all of the machines have synchronized clocks. Determine which network(s) will host the terminal servers. Is your deployment in compliance with any existing security policies? (You may not be able to connect to certain networks, or you may not be allowed to extend those networks into any other non-secure areas.) You may plan to put the terminal servers on the management network for security reasons.
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